Financial Management With Care
WHO WE ARE
Retirement used to be easy. You worked at a company for 30 years, they gave you a watch and a pension. Then, it got complicated. Gone was the pension, and in its place, the 401(k). Overnight, the burden of planning and the responsibility of managing this income suddenly switched without you even knowing it.
Now, instead of an employer making investment decisions for your retirement, it’s up to you to choose where to invest, what strategies to use, and how much risk to take. Questions can arise that you might not have answers for: How do I know if I’ll run out of money? Can I retire early? If I don’t have one, how do I create a private pension? At Sachs Financial, we are here to help you find the answers to your important questions and help you retire with confidence.
The Sachs Financial Difference
Sachs Financial provides financial advice to clients in the St. Louis area with a customized, one–on–one level of attention that only a boutique financial firm can provide. Jeff Sachs has shared his expertise on the ABC show “Retire Safe St. Louis” and many other media outlets, and he takes great pleasure in helping people retire who may not have thought it possible.
Scroll Below To Learn More About The Sachs Financial Team!
SCHEDULE YOUR COMPLIMENTARY REVIEW
Testimonials
INCREDIBLE OPPORTUNITY
“The Team at Sachs Financial is very positive, and all very professional and courteous. Jeff keep’s us up to date on our annuities and additional helpful information on savings and life in general. Thank you!”
– Gary and Alice L.
EASY AND SIMPLE
“When my husband died I was at a loss, since he took care of everything. I was overwhelmed, but they helped me and my son to simplify things! And when I needed extra funds it was easy — especially those unexpected expenses.”
– Jonel M.
GOING THE EXTRA MILE
“Every meeting with Jeff is beneficial. I love how he takes the time to clean old data from our books so we stay current. The painting activity and movies were fun and unexpected, and the Valentine’s dinner for ladies was so special 😍”
– Mary D.
Sachs Financial Planners
Meet Our Team
Jeff Sachs
Owner and Founder
Since 2010, I’ve thought of myself as a financial coach. My hope is to help you change the way you think about money, moving away from accumulation and into the distribution and preservation phase. I want you to never think, “Where’s the money coming from?” when something happens in your retirement. We try to help out clients in 3 ways:
- Change the way you think about money and become comfortable using your savings for income needs.
- Review the risk you are taking and ensure it aligns with your current goals.
- Create an open line of communication so that if you have a question about your finances, you think, “I should call Jeff.”
Our Retirement Compensation Plan is similar to how the Mississippi River went from a small stream you could walk across to the mighty river you need a bridge to cross. Several tributaries or streams feed into it as it works its way from northern Minnesota to the Gulf Shore. The same concept should be applied to your retirement income. We need to establish several income streams to develop your retirement plan. Once we do that, you get to have fun with the rest of your money to create a retirement picture that excites you. And isn’t that ultimately the goal of being retired?
Rachel Swafford
Director of Client Services
Rachel started at Sachs Financial in May of 2017. Since then, she has been handling the needs of our clients, both the current and prospective ones who are just joining the Sachs Financial family. She makes sure that transfers or any other requests are handled efficiently and go through smoothly. Rachel is always available to assist clients and keep them updated with their accounts.
She schedules meetings and assists Jeff in his daily tasks. She loves working with our clients and being a part of the Sachs Financial team! In her personal time, Rachel enjoys writing and was lucky enough to have a book published recently. She is an animal lover and can usually be found reading a book with her dog and cat curled up next to her.
Giving Back
Sachs Financial supports charities and organizations that we truly believe in so that we can help make a genuine impact in our community. Here are some of the charities we support on a local and national level.
